Free
$0For tracking a small manual portfolio
- 1 manual portfolio
- 10 holdings
- 25 transactions
VOL. XCIV, NO. 247
Checking
Dividend Wealth Review, Pricing, and Features
By Jera Value · Verified Sep 2026
Dividend Wealth is a dividend portfolio tracker with income forecasts, scorecards, screens, calendar tools, and optional Plaid links to brokerages. It fits investors planning cash flow rather than trading actively or replacing a general market terminal.
Verdict
Worth it if you plan dividend income with scorecards and forecasts.
- Income investors: Forecast future dividend payments
- Dividend screeners: Compare scorecards and stock ideas
- Portfolio owners: Link supported accounts through Plaid
Skip it if you need a broker or broad non-dividend research.
- Free limits: 1 portfolio, 10 holdings, and 25 transactions
- Broker coverage: Links depend on Plaid institutions
Dividend Wealth
Web · How this site is funded
Pricing
Prices checked5 plans
Save 17% yearly
Free Trial
$0For testing Standard research for 14 days
Everything in Free, plus
- No-card trial
- Scorecard preview
Standard
$99.99/yrBilled annually · Save 17% vs monthlyFor up to 6 dividend portfolios
- 1 linked portfolio
- 5 manual portfolios
- Paid scorecards and forecasts
Premium
$199.99/yrBilled annually · Save 17% vs monthlyFor unlimited linked income portfolios
- Unlimited manual portfolios
- Unlimited linked portfolios
Lifetime
$1500For permanent dividend portfolio access
- Premium features for life
- Priority support
- Future features
Key features
- Income dashboard: Track dividends and portfolio performance
- Dividend forecasts: Model longer-term cash flow on paid plans
- Stock scorecards: Compare quality, value, and dividend metrics
- Dividend screener: Filter income candidates
- Ex-dividend calendar: Check upcoming payout dates
- Broker linking: Sync supported accounts through Plaid
- Return calculators: Model reinvestment and growth scenarios
FAQ
Is Dividend Wealth free?
Is Dividend Wealth free?
Not entirely. Dividend Wealth includes a free tier, but its paid subscription and one-time options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Dividend Wealth best for?
Who is Dividend Wealth best for?
Dividend Wealth is built for Retail Traders, Long-term Investors, and Dividend Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Dividend Wealth support?
What platforms and connections does Dividend Wealth support?
You can use Dividend Wealth on Web. Integrations include Plaid.
Which markets does Dividend Wealth cover?
Which markets does Dividend Wealth cover?
Dividend Wealth covers North America and Europe. Examples include US, GB, DE, and CA. It tracks Stocks, ETFs, and Mutual Funds. Identifiers include Ticker.
Tool details
Highlights
- Free tier available
Asset types
- Stocks
- ETFs
- Mutual Funds
Target audience
Coverage regions
Alternatives
If Dividend Wealth is not the right fit, these substitutes come closest.
Comparisons
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Curation & Accuracy
This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.